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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,062 | $132,634-91.7% | $115,768-90.4% | $137,256-91.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 24.45% | 160.70%-136.3pp | 100.46%-76.0pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,193 | $3,360-64.5% | $2,940-59.4% | $4,156-71.3% |
| Participant deferral / active EE | $2,059 | $5,619-63.3% | $4,917-58.1% | $6,407-67.9% |
| Admin fee / account holder | $228 | $15,028-98.5% | $12,439-98.2% | $12,270-98.1% |